We are seeking a Sr. Trust Officer to manage personal trust accounts, including estates, trusts, guardianship, investment agency and retirement plan administration accounts.
Develops, manages and maintains fiduciary and investment-oriented relationships.
Utilizes fiduciary knowledge and relationship building skills to exceed client expectations.
Engages clients when presenting recommendations in the areas of personal trusts, investments, and retirement plan administration.
Administers trust accounts of average to complicated complexity.
Works alongside trust personnel to ensure policies and procedures are developed and periodically updated as needed.
Develops relationships with potential clients that allow for a thorough understanding of their financial and personal needs.
Engages and educates colleagues in areas of expertise to provide knowledge of products and services.
Maintains flexibility and focus to ensure client needs are linked with other client providers when appropriate.
Minimum of 5-7 years bank experience, preferably in trust.
Candidate should possess, or demonstrate the ability to acquire trust administration expertise, strong investment acumen, and excellent customer service skills.
Excellent written, oral and presentation skills are required.
Working knowledge of Microsoft Office applications and banking systems.
Bachelor's degree in related field of study, preferably finance or business or related job experience.
JD, CTFA, CFA, CFP, CPA preferred.